Aaron has a rich history in the financial services industry and has always dreamed of running his own financial services firm. After graduating from Grand Valley State University with a degree in finance, he worked at a large institutional firm. While he enjoyed the experience he gained there, he knew that there was more to this career than being tied to a large company’s bottom line.
With this drive, the support of his family, and his passion for serving others, Aaron founded Inflection Point Wealth Management. He has always enjoyed the personal relationships he builds with each of the families he is fortunate to call his clients. At his firm, he can foster these relationships even further and offer sound, objective financial planning advice. For Aaron, there is nothing more fulfilling than helping his clients craft a plan and see it come to fruition. Clients regularly include Aaron in their personal lives and he enjoys living life alongside them and celebrating their successes.
In addition to Aaron's outgoing and authentic approach to serving clients, he has received the CERTIFIED FINANCIAL PLANNER™ certification. He has dedicated himself to furthering his education, maintaining a high standard of ethics and providing independent advice. This professional advantage is key to keeping a finger on the pulse of the ever-changing financial industry.
Outside of the office, Aaron can likely be found on the golf course, cheering on the Green Bay Packers, or spending time with his wife, Samantha, a special education teacher. Together, they volunteer with various organizations that promote special education awareness, such as the Special Olympics.